In a significant development in U.S.-China trade relations, Nvidia and AMD have agreed to pay the U.S. government 15% of their sales from AI chips sold to China, in a deal brokered by the Trump administration. This unusual export agreement has drawn significant attention, with some praising it as a clever maneuver to manage tariffs, while others raise national security concerns. The White House has indicated that this arrangement could potentially expand to other companies. While Trump defends the deal, referring to it as a form of smart trade, critics argue it could endanger U.S. technological superiority and set a troubling precedent for future trade agreements. Meanwhile, industry analysts note that the deal has mixed implications for investors, as Nvidia’s stock fluctuates amidst varying sentiments about the impact of these sales on the company’s health and market positioning.